Serelt Bilguun
20 posts
The $50T Supply Chain sector is by far the most undervalued in crypto, yet most promising markets for blockchain. — #DePiN capital rotating into supply-chain micro-caps. $OBOT l @OBORTECHhub fulfills all criteria for a mega-run. My thesis on it's huge potential 👇 🚛 Obortech — The DePIN Evolution For Supply Chains | #DePIN, #Sustainability, #SupplyChain, #IoT & #AI | Awards and Partnerships from World Bank, PwC, Governments, European Union, Microsoft, European Bank … | Team from IBM, SAP, PwC, EY, Adidas, Maersk, Harvard … | $10M Market Cap —————— Since the launch of Ethereum, Global financial leaders, Governments & Multinational companies worldwide have expressed interest for blockchain in supply chain. It's the differentiating technical capability of a consensual, shared ledger with AI big data based IoT mechanisms that can solve pain points that traditional logistics can't in many emerging sectors: → Food Traceability: Think of going to a restaurant where every dish, every ingredient, and every bottle of wine comes with a transparent digital passport, allowing you to uncover the full journey of your meal: Creating a dependable and secure system. → Food Waste: Every year, the world wastes 1.6 billion tons of food, valued at $1.2 trillion, or about one-third of all food produced. And close to a third of that is simply due to a lack temperature and humidity monitoring, and inefficient transportation and distribution. → Healthcare: Where the line between genuine and counterfeit can mean life or death, imagine a system where every pill, every vaccine, and every medical device comes with an immutable blockchain history to identify it's true origin. → Fashion: In the fashion industry, imagine the impact of every T-shirt, bag, or piece of luxury apparel coming with a story of authenticity. This immutable record would safeguard against counterfeiting, adding value and trust to every purchase. → Mining: For the mining sector, which is often scrutinized for its environmental footprint, imagine a scenario where every ton of ore comes with a comprehensive carbon footprint measurement. Including tracking energy consumption, water use, and reclamation efforts. → Cargo Transport: In the realm of cargo transport, picture a world where every container is equipped with real-time tracking, environmental condition monitoring, and security assurance. Enabling all stakeholders to see the entire journey from start to finish. ——— And what would you say if I would tell you that all those use-cases I mention above are only the ones that @OBORTECHhub is already covering with their clients — Elbe Obst, ISG, Tuushin, MB, ME ... The list goes on, the entire supply chain industry is worth $50 TRILLION, that is the addressable market we are talking about here. (bloomberg.com/news/articles/…) And on top of that, based on research from HSBC, it will have to attract over $100 TRILLION of investment until 2050 to achieve net zero due to sustainability promoted by the World Elite such as the EU and US. (hsbc.com/news-and-views…) —————— To validate my assumption, the biggest consulting firm out of the Big Four, PwC, is promoting supply chain as largest blockchain use-case. And the ones that they list as the others are also covered by Obortech as part of their entire Smart Hub product. Digital ecosystem for decentralized collaboration, with blockchain powered communication hub, tamper-proof, unified and online document exchange and a networking marketplace. (pwc.com.cy/en/issues/asse…) —————— Their market strategy is to bridge the SMEs sector gap between Asia & Europe with a plug and play solution for any company size. The two regions that I’m most bullish on are exactly those, both of which are being closely addressed by Obortech. Asian giant JDT, after Alibaba, the largest e-commerce company already fully implementing blockchain technology with traceability - 14,000 products over 500 brands on-chain. It clearly signals how mass-adoption is rapidly evolving across Asia. Europe betting big on green sustainability and therefore offer many accelerator and grant programmes to support start-ups like Obortech and drive innovation and growth. Obortech providing meat traceability tech with Mongolian Government, have major clients in China, Germany and got support from the American Chamber. Without a doubt, one of their most important partners is ISG from Australia, whose container technology is adopted by literally the most gigantic supply chain companies in the world. We're talking about more than half a TRILLION dollars to be addressed just through this partnership network. Have a search for one of these companies, and you will realise how HUGE they are and what kind of potential we're talking about here. (linkedin.com/posts/garrypin…) (pittoship.com) —————— In terms of competition, no one comes even close to Obortech's potential because it covers the entire $50T supply chain, not just one sector like most of their competitors. This year, they will be aiming to reach mass-adoption as they're already putting their products to live adoption with several of their partners. Some good players are $TRAC and $VET, with the difference that one has a market cap of 40x and the other 300x, but these will also grow further, keep that in mind. Obortech is the only legitimate microcap for this narrative, with everything on deck: Fortune-500 experienced team members, a product with a real-world use case and massive market potential to capture. My last DePiN call $WNT did 27X, and I'm seeing $OBOT l @OBORTECHhub go for a mega run to a market cap of at least a few hundred millions..
